Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Mastrianni is an investment advisor representative at Fidelity Personal And Workplace Advisors. Nicholas has been in the industry since April 22, 2016. Nicholas has licenses in New Jersey, New York and Texas. Nicholas is registered with FINRA, the Securities Industry and Financial Markets Association. Nicholas is licensed in 18 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
08/23/2018 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
03/11/2016 - 02/08/2017
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
BOTH
Issued 09/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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